我有两张表：（1）stock_purchase表包含买卖股票的历史; （2）股息表包含在较长时间内为许多股票宣布的股息历史。
我的目标：结合stock_purchase和dividend表，如果股息在股息日期持有，则添加股息。
示例表格： （1）stock_purchase表：两个在不同日期买入和卖出不同股票的账户。
account_name purchase_date ticker_symbol purchase_amount cum_shares_held
john 02/27/2013 GOOG 500 50
john 04/15/2013 GOOG -250 40
john 08/08/2013 GOOG 1000 150
john 03/01/2013 FB 750 20
john 04/15/2013 FB -500 5
john 09/15/2013 FB 1500 50
bill 02/21/2013 GOOG 500 55
bill 04/12/2013 GOOG -250 43
bill 08/29/2013 GOOG 1000 161
bill 03/17/2013 FB 750 19
bill 04/12/2013 FB -500 7
bill 09/27/2013 FB 1500 57
现在我们为GOOG和FB提供以下股息历史表。股息每季度宣布一次。
ticker_symbol dividend_date dividend_amount_per_share
goog 12/31/2012 .04
goog 03/31/2013 .04
goog 06/30/2013 .03
goog 09/30/2013 .09
goog 12/31/2013 .05
goog 03/31/2014 .04
goog 06/30/2014 .03
fb 12/31/2012 .44
fb 03/31/2013 .19
fb 06/30/2013 .23
fb 09/30/2013 .25
fb 12/31/2013 .39
fb 03/30/2014 .99
fb 06/30/2014 .79
我尝试了几种左/外连接组合以及插入但我的结果不是我想要的。
至少，如果我能在股票表格中获得额外的股息记录，这将是一个良好的开端。 接下来最好的是：只有那些在我的第一个/最后一个购买日期内的股息记录。
任何想法或想法？感谢您的任何时间和精力。
答案 0 :(得分：2)
select distinct on (account_name, sp.ticker_symbol, dividend_date)
account_name as account,
sp.ticker_symbol as ticker,
cum_shares_held,
dividend_date,
dividend_amount_per_share as dividend_per_share,
dividend_amount_per_share * cum_shares_held as dividend_total
from
stock_purchase sp
inner join
dividend_history dh on
lower(sp.ticker_symbol) = dh.ticker_symbol
and
sp.purchase_date <= dh.dividend_date
order by account_name, sp.ticker_symbol, dividend_date, purchase_date desc
;
account | ticker | cum_shares_held | dividend_date | dividend_per_share | dividend_total
---------+--------+-----------------+---------------+--------------------+----------------
bill | FB | 19 | 2013-03-31 | 0.19 | 3.61
bill | FB | 7 | 2013-06-30 | 0.23 | 1.61
bill | FB | 57 | 2013-09-30 | 0.25 | 14.25
bill | FB | 57 | 2013-12-31 | 0.39 | 22.23
bill | FB | 57 | 2014-03-30 | 0.99 | 56.43
bill | FB | 57 | 2014-06-30 | 0.79 | 45.03
bill | GOOG | 55 | 2013-03-31 | 0.04 | 2.20
bill | GOOG | 43 | 2013-06-30 | 0.03 | 1.29
bill | GOOG | 161 | 2013-09-30 | 0.09 | 14.49
bill | GOOG | 161 | 2013-12-31 | 0.05 | 8.05
bill | GOOG | 161 | 2014-03-31 | 0.04 | 6.44
bill | GOOG | 161 | 2014-06-30 | 0.03 | 4.83
john | FB | 20 | 2013-03-31 | 0.19 | 3.80
john | FB | 5 | 2013-06-30 | 0.23 | 1.15
john | FB | 50 | 2013-09-30 | 0.25 | 12.50
john | FB | 50 | 2013-12-31 | 0.39 | 19.50
john | FB | 50 | 2014-03-30 | 0.99 | 49.50
john | FB | 50 | 2014-06-30 | 0.79 | 39.50
john | GOOG | 50 | 2013-03-31 | 0.04 | 2.00
john | GOOG | 40 | 2013-06-30 | 0.03 | 1.20
john | GOOG | 150 | 2013-09-30 | 0.09 | 13.50
john | GOOG | 150 | 2013-12-31 | 0.05 | 7.50
john | GOOG | 150 | 2014-03-31 | 0.04 | 6.00
john | GOOG | 150 | 2014-06-30 | 0.03 | 4.50